Newport Wealth Management, LLC

Overview

Newport Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm’s client base is a mix of individuals, families and a smaller institutional segment, with advisory work focused on financial planning and portfolio management for individuals and small businesses. Fee arrangements are a combination of percentage of assets under management and hourly charges, reflecting both ongoing portfolio relationships and project-based planning engagements. In practice, Newport structures portfolios around public funds and mutual funds as the primary building blocks, while supplementing client allocations with selected alternative managers. The firm is not an active ESG investor, does not present itself as a capital allocator, and is not registered as a multi-state adviser. Custody and execution are routed through Charles Schwab & Co., Inc., which supports the firm’s emphasis on pooled public funds and third-party alternative vehicles rather than direct proprietary products.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices